Empowering Professionals, Entrepreneurs and Investors to Fulfill Their Life Goals
Your unique goals and family legacy are our mission. Simplify your complex financial situation and apply financial discipline with Total Life Plan.
Duran Capital Management
Offers In-Person or Virtual Portfolio Consultations Focused On Your Goals
Our founder, Jacqueline Duran, offers financial skills and experience with a background in Private Real Estate Investments, several years of Wealth Management experience at Merrill Lynch, and more recently a Wealth Manager and Portfolio Manager at Morgan Stanley. Jacqueline decided to open her own practice as she loves what she does and wants to put her clients first.
Jacqueline Duran
Founder
Our Mission
Excellence in Helping Professionals, investors and entrepreneurs Plan For Their Unique Goals and Family Legacy
Duran Capital Management
DCM provides in-person or virtual portfolio reviews and customized approaches to manage your portfolios:
- Diversification strategies using customized investment models.
- Tax-efficient asset allocations.
- Manager search, due diligence, fee negotiation, and advocacy.
- Trading execution through multiple exchanges, vehicles, and financial institutions.
Our Process
- Legal fiduciary obligation to place Clients’ interests first.
- Personalized Investment Portfolio by clearly defining portfolio parameters and risk tolerance.
- Clearly defining liquidity needs and implement strategies Implement and Monitor Investments Ongoing portfolio rebalancing at no additional cost.
- Custom tax-loss harvesting, offsetting taxes on gains and income
- In-person or virtual portfolio reviews.
- Customized approach to manage your portfolios.
- We combine trust, skill, and a deep understanding of your specific needs.
Book Your Appointment Now!
Total Life Plan
Wealth Management
ESG Investments
Uncover investment opportunities
Foundation and Endowment Planning
Use a variety of financial management tools
Estate Planning
Customizing financial strategies for your unique family needs
Market Updates
Is this a good time to take capital gain loses? Think again, and revise your specific holdings. There may be some definite losers but as long as you do not need the loss and you maintain a long term view on your portfolio, I’d say just hang in there as selling at a loss may mean jumping back a bit late and buying higher.
Tax Strategies
Inflation measures how much more expensive a set of goods and services has become over a certain period, usually a year. Inflation has plunged countries into long periods of instability which explains part of the volatility in the stock market. On that note, we need to remember we’ve had low interest rates which has helped advance the economy for businesses. An adjustment was due and we will reach a balance.
Inflation
